The A-share new energy vehicle sector has been continuously adjusted for more than 4 months, and the plate index has increased from 1898 points at the high point to the current 1469 points, with a correction of 22.6%, and the deepest decline of the plate leader Ningde Times and BYD has exceeded 30%. Last year, the leading stock of the liquor sector, Guizhou Moutai, was also adjusting about 33% to start a rebound, so many investors believe that the new energy vehicle sector seems to have reached the time to rebound.
Coincidentally, this past weekend, the new energy automobile industry has also sent out a number of good news, can it inject a cardiotonic agent into the new energy vehicle sector?
Good news one: sales increased sharply year-on-year, and the development of the new energy automobile industry accelerated significantly
Listed company BYD released a February production and sales report, saying that its new energy passenger car sales reached 87,473 units, an increase of 764.1% year-on-year! At the same time, the sales data of many new energy automobile companies such as Ideal, Weilai, and Nezha also show that the growth of new energy vehicles is strong, and the year-on-year sales data has increased significantly. In 2021, the production and sales data of new energy vehicles in Mainland China reached 3.545 million units and 3.521 million units, respectively, an increase of 1.6 times year-on-year, and the market share reached 13.4%. Obviously, after years of development, the new energy automobile industry is entering a period of rapid growth, consumers' recognition of new energy vehicles is getting higher and higher, the industry's dividends are being released, for investors, the industry will maintain a high degree of prosperity in the foreseeable future years.
Good news two: The government work report of the two sessions reiterated the continued support for the consumption of new energy vehicles
With the continuous development of the new energy automobile industry, China has formed the most perfect new energy automobile industry chain, and occupies an advantage in many segments, has the ability to participate in international competition, the market is growing rapidly, although there is a plan for subsidies to gradually withdraw, but the statement of the government work report, indicating that the withdrawal of other supporting policies will not be too urgent, especially the purchase tax and other policies should continue to be implemented next year, to know that according to the current growth rate, this year's new energy vehicle sales of 6 million vehicles, Policy support has been very large, and during the two sessions, Lei Jun and other members also proposed the construction of new energy vehicle fast charging stations and replacement power stations.
Good news three: Tesla's German gigafactory has been licensed by the local government
At the weekend, there were media reports that german Brandenburg officials issued a conditional permit for the super factory built by tesla companies in the United States on the outskirts of Berlin on the 4th, paving the way for the electric vehicle manufacturer's first factory in Europe to be put into operation. As we all know, Tesla delivered 480,000 million cars last year is made in the Shanghai Gigafactory, but the market demand is very large, Musk not only hopes that the German factory will be put into operation as soon as possible, but also in China to start the site selection of the second gigafactory, obviously, the domestic new energy vehicle industry chain will usher in more opportunities.
Good news four: Ambassador to the United States Qin Gang visited Tesla's Silicon Valley factory, and China and the United States are expected to strengthen cooperation in the field of new energy vehicles
On the 4th, Qin Gang, Chinese ambassador to the United States, visited Tesla's Silicon Valley factory, accompanied by Tesla CEO Musk, and the two discussed topics such as cutting-edge technology and the future of mankind, and also experienced Tesla's new model s and the latest automatic assisted driving system. Qin Gang has also said many times that China and the United States have great prospects for cooperation in the field of new energy vehicles, obviously, the development of electric vehicle industry is the common demand of China and the United States, and the two sides have many cooperation opportunities in this field.
Good news five: international crude oil prices are soaring, forcing consumers to choose new energy vehicles
International crude oil prices continue to rise sharply, overnight Brent crude oil station on 118 US dollars / barrel, the domestic city of 95 # gasoline prices into the 8 yuan era, plus a tank of oil and spend more than ten pieces, to know that since last year, oil prices are basically reduced, almost every adjustment on the rise, in such a case, the use of electric vehicles Cost advantage is more prominent, some consumers will tend to give priority to the purchase of electric vehicles.
Summary: The adjustment time of the new energy vehicle sector is longer, the adjustment is larger, from a technical point of view, it has been consolidating at the bottom of the box for a period of time, under the stimulation of multiple benefits, it is possible to rebound, but the overall market environment is sluggish, the index is to complete the last fall or fall below the bottom to continue to find the bottom, with certain uncertainty, but if the large-cap index completes the bottom, then the new energy vehicle sector may perform well.